Lisa Cassidy

Allegiant Financial Services Group

Because of her desire to work closely with people and work with them in their transition to retirement, Lisa decided to also transition to her lifelong goal of becoming a Financial Planner. Her long-standing desire to help and impact businesses carries over to helping her clients understand and find solutions to their financial needs in retirement. 

More information about Lisa can be found in the About Us Tab above

Our Most Recent Article

Cost Segregation

June 29, 2021

What is a cost segregation study, and how can it benefit real estate investors? Recent tax changes in the Tax Cuts and Jobs Act of 2017 have boosted the appeal of cost segregation studies for even middle-class real estate ...

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Lisa Cassidy picture

Lisa Cassidy

Allegiant Financial Services Group

225 Union Blvd

Suite 150

Lakewood, Colorado 80228

(303) 381-1505

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